Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. Users can also set up reminders for payments and card bills. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. The tool offers users customizations in terms of colors and logos for each category. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time.show more The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner.
BANKTIVITY SUPPORT PDF
The highly immersive reports can be transformed into PDF or taken as printouts as well. Multiple customized reports offered by Banktivity, ensures greater financial mapping. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Thus making it easier for users to set goals and achieve them in real-time. Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way.
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